The future is always uncertain, but for many, it feels especially uncertain now. Luckily, knowing the future is not a key part of a well-made financial plan.
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Post-Election Investment Planning: Buckle Up But Don’t Bail Out
Tag Archives: Investment (Sentinel)
It’s Probably Time to Revisit Your Mix of Investments
Investors are inclined to make changes more often than they should, but leaning too much toward a “set it and forget it” approach also carries risk. The Goldilocks solution is to establish a low bar for reevaluating your investment plan, but a high bar for actually changing it.
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Living With High(er) Interest Rates
High interest rates can require some adjustment. Whether you are borrowing, saving or investing, make sure your financial life is ready for the new reality.
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A Closer Look At Capital Gains (Part II)
Keeping your approach simple has its upsides, but advanced capital gains tax planning can take your tax savings to the next level.
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An ESG Investing Hazard For Fiduciaries
As ESG investing evolves, more people may want their trusts or employer-provided retirement plans to reflect their values. Trustees and managers subject to fiduciary duty should take special care to document their decisions if they incorporate ESG considerations into their investment strategies.
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Greener Prospects For ESG Investing
Seeking investments to do good, not just to do well, has been gaining popularity as a wealth management approach. Luckily, as ESG funds grow up, this goal is also becoming more practical.
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Should You Worry About Inflation?
Inflation can be a frightening prospect. But a little perspective suggests there is no reason to panic right now.
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Will Population And Portfolio Growth Coincide In Africa?
Could the next Facebook or Google start somewhere in Africa? Of course – in theory. But for many countries, the deck is stacked against it, despite growing populations.
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Is It Luck, Skill Or Both: What A Fund Manager’s Fans Should Consider
Fund manager Cathie Wood has been flying high in recent years, but recent turbulence should remind investors what can happen if they follow her too close to the sun.
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Value Judgments About Values Investing
A growing class of funds offer investors the opportunity to make investment choices that align with their values – but when it comes to nailing down the specifics of those values, things can get murky.
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